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LeadManager: Manage Users: Locating A User's 'Agent ID'    

 

TOPICS COVERED IN THIS ARTICLE:

  • Find an Agent Id associated with a User
  • Find a User associated with an Agent ID

 

 

 

ENVIRONMENT:

  • LeadManager

 

 

 

STEP BY STEP INSTRUCTIONS:

 

 

 

Find An Agent Id Associated With A User:

 

For example, you may need to find the Agent ID for “John Doe".

 

  1. To do this go to Menu > Administration > Manage Users >
  2. On the row of the user’s name, click Options>Settings.
  3. A new page will load, and the user's agent ID will display as a number at the end of the webpage URL (see screenshot below).

 

 locate_user_id1.jpg

 

 

 

 

 

Find A User Associated With An Agent Id:

 

You may need to know what user is associated with Agent ID 100.

 

  1. To do this go to Menu > Administration > Manage Users >
  2. On the row of the user’s name, click Options>Settings.
  3. A new page will load, and the user's agent ID will display as a number at the end of the webpage URL (see screenshot below)R
  4. replace the "AgentID=" value in the existing URL with “100” and press 'Enter' on your keyboard to reload the webpage. The User Settings page that appears is the user who has Agent ID = 100.

 

locate_user_id2.jpg 

 

 

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